Purchase agreement's workflow: activation condition
The feature that allows you to define activation conditions is usually available during the configuration of a wf, particularly useful if you work with customers who have many legal entities and different needs for each company or for groups of companies.
...Make selection of buying entity on tick box
When changing buying entity on the Purchase requisition line, when tick box is selected next to the buying entity, buying entity is not changed on the line. User needs to click directly on the legal entity ID in order to change buying entity.
It would be good if the selection ...
Automation of Duty charges
Presently Duty charges in system is entered manually and it is also based on HS code. I would recommend to add feature in D365 product creation so system can suggest the Duty charges based on different product attributes. Since this is country and vendor location based, so suggested duty perce...
Provide a way to prevent edits during requisition approval
We have a business requirement to prevent approvers from making any edits on purchase requisitions that are assigned to them for approval.
There should be a Purchase requisition workflow element titled 'Approve purchase requisitions, editable', and a workflow element titled '...
Product name on Trade Agreement overview
It would be great if the product name/search name of an item will be added to the overview of the trade agreements of the vendor.
Request for quotation - Data entity / Personalizations for bulk import/update
The request for quotation and vendor reply have data entities but are read only. This makes creating RFQ's and updating RFQ replies a labor intensive manual process. The new copy paste from Excel functionality resolves this a to some extend, but the vendor RFQ reply form can't be personalized, w...
Request for information (RFI) in purchase requisition workflow
Purchase requisition workflow is a great feature to track the approvals, however, this would be nice if we have a facility to 'request for information (RFI)' which enables the approvers to send the PR to concerned person for adding more information (such as additional comments, attachments, etc.)...
Dynamics 365 Customer sales order royalties commission calculations
Wish there is a future option to easily visualize and identify customer sales order royalties commissions calculations, for purpose of easy ledger accrual, commissions calculations, rates per every item issued-sold.
Dynamics 365 Incoterms categories tracking
Wish there is an option to easily visualize, identify and easily track Incoterms categories (e.g. E, F, C and D) Not visualizing incoterms categories along with their corresponding Incoterms trade terms belonging to each category, user may not easily visualize type of required shipment documentat...
Dynamics 365 Customer purchase order zero suppression units
Wish there is an option to future easily include zero suppression units on customer sales order invoice print out layouts. (e.g. BI=Billions, M=Millions, TRI=Trillions, K=Thousands...)